GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.68B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,515
New
Increased
Reduced
Closed

Top Sells

1 +$15.7M
2 +$10.1M
3 +$6.58M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.01M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 8.89%
2 Financials 8.4%
3 Healthcare 3.85%
4 Consumer Discretionary 2.87%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$11.1K ﹤0.01%
141
-341
2077
$11.1K ﹤0.01%
4,000
2078
$11K ﹤0.01%
440
2079
$11K ﹤0.01%
240
2080
$11K ﹤0.01%
1,000
2081
$11K ﹤0.01%
81
-1
2082
$11K ﹤0.01%
213
+2
2083
$11K ﹤0.01%
612
-294
2084
$11K ﹤0.01%
170
-20
2085
$10.9K ﹤0.01%
450
-353
2086
$10.9K ﹤0.01%
78
-689
2087
$10.9K ﹤0.01%
117
2088
$10.9K ﹤0.01%
219
2089
$10.8K ﹤0.01%
420
2090
$10.8K ﹤0.01%
1,546
2091
$10.8K ﹤0.01%
172
-54
2092
$10.8K ﹤0.01%
+133
2093
$10.7K ﹤0.01%
92
2094
$10.7K ﹤0.01%
814
2095
$10.7K ﹤0.01%
+400
2096
$10.7K ﹤0.01%
135
+1
2097
$10.7K ﹤0.01%
253
-70
2098
$10.6K ﹤0.01%
253
-292
2099
$10.6K ﹤0.01%
140
-196
2100
$10.6K ﹤0.01%
309
-316